XY Planning Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Buy	49,563 +8,247	+20%	+$219K	0.45%	59
2025 Q1	$1.16M	Sell	41,316 -15,156	-27%	-$424K	0.77%	39
2024 Q4	$1.54M	Buy	+56,472	New	+$1.54M	1.16%	29